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iShares MSCI EAFE Value ETF

825 hedge funds and large institutions have $15.4B invested in iShares MSCI EAFE Value ETF in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 398 increasing their positions, 222 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
825
Holders Change
+19
Holders Change %
+2.36%
% of All Funds
13.15%
Holding in Top 10
89
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+41.27%
% of All Funds
1.42%
New
67
Increased
398
Reduced
222
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CG
451
Colony Group
Massachusetts
$952K +$342 +7 +0%
EWA
452
EP Wealth Advisors
California
$947K +$861K +17,604 +1,009%
BFA
453
Beacon Financial Advisory
Ohio
$943K +$376K +7,679 +66%
TF
454
Theory Financial
Colorado
$934K +$934K +19,080 New
LA
455
LexAurum Advisors
Kansas
$931K +$142K +2,903 +18%
AWM
456
Alterna Wealth Management
Texas
$930K +$206K +4,216 +28%
KeyBank National Association
457
KeyBank National Association
Ohio
$888K -$5.77K -118 -0.6%
PCG
458
Prosperity Consulting Group
Maryland
$886K +$886K +18,101 New
PTC
459
Private Trust Company
Ohio
$885K +$238K +4,873 +37%
LL
460
LWMG LLC
Minnesota
$884K +$322K +6,577 +57%
CI
461
Conning Inc
Connecticut
$883K
AWM
462
Aprio Wealth Management
Georgia
$881K +$616K +12,582 +232%
MWM
463
Meridian Wealth Management
Kentucky
$867K +$439K +8,967 +102%
MW
464
Marcum Wealth
Ohio
$866K -$37.7K -771 -4%
CF
465
Centaurus Financial
California
$860K -$7.97K -163 -0.9%
SAG
466
SageView Advisory Group
California
$859K -$14.6K -298 -2%
CPG
467
Cornerstone Planning Group
New Jersey
$855K +$70.2K +1,435 +9%
BHPW
468
Beverly Hills Private Wealth
California
$844K -$960K -19,613 -53%
Citadel Advisors
469
Citadel Advisors
Florida
$844K -$3.57M -73,023 -81%
CCM
470
Ciovacco Capital Management
Georgia
$840K -$39K -798 -4%
SWM
471
Soundmark Wealth Management
Washington
$830K -$39.3K -803 -5%
AWM
472
Angeles Wealth Management
California
$823K
MWP
473
MYCIO Wealth Partners
Pennsylvania
$809K
FCA
474
FLC Capital Advisors
California
$808K -$128K -2,606 -14%
CAG
475
Curtis Advisory Group
California
$806K +$806K +16,479 New